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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,537 | $100,938-91.5% | $90,461-90.6% | $158,982-94.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 21.39% | 1727.20%-1705.8pp | 1294.76%-1273.4pp | 302.99%-281.6pp |
| Employer contribution / active EE | $330 | $3,691-91.1% | $3,264-89.9% | $4,763-93.1% |
| Participant deferral / active EE | $502 | $4,350-88.4% | $3,964-87.3% | $5,983-91.6% |
| Admin fee / account holder | $32 | $6,510-99.5% | $5,617-99.4% | $11,252-99.7% |